Thirty Years Go By Fast

Thirty Years Go By Fast

By Laura West

If you are like most from Generation X, it seems like just yesterday you were attending your favorite movie as…

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Stay-at-Home Parents Need To Save For Retirement Too

Stay-at-Home Parents Need To Save For Retirement Too

By Laura West

According to the Transamerica Center for Retirement Studies, 90% of stay-at-home parents are married, cohabitating, or in some sort of…

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Millennials Need to Manage Their Credit Score

Millennials Need to Manage Their Credit Score

By Abby Belvin

Millennials are coming of age with the lowest interest rates in history and in turn the use of debt is…

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How A Financial Advisor Can Help

How A Financial Advisor Can Help

By West Financial Advisors

What are your hopes and dreams for the future? They probably begin with being able to provide for yourself and…

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4 Estate Issues For Business Owners

4 Estate Issues For Business Owners

By West Financial Advisors

Estate planning is essential for almost everyone, but it's especially important if you own a business. Your company may account…

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Millennials Caught in a Financial Tug-of-war

Millennials Caught in a Financial Tug-of-war

By Laura West

Getting started as an investor may seem daunting when just starting out after college with student loan debt and bills…

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WEST FINANCIAL ADVISORS LLC.

Grow And Protect Your Wealth With Objective Advice

Independent, Comprehensive, Caring

As an independent wealth management firm, West Financial Advisors offers you personalized financial planning services based on your life goals and guided by your best interests.

Our mission is to help you grow and protect the assets you’ve worked hard to earn and build. We put our experience to work for you by:

  • Taking the time to understand your needs and aspirations.
  • Creating a comprehensive financial plan that addresses retirement income, investment management, estate planning, and other concerns.
  • Monitoring your investments and your overall plan objectives.
  • Staying in contact with you on a regular basis.

Attaining financial security is a marathon, not a sprint. Let West Financial Advisors be your trusted partner for the long term. As a Registered Investment Advisor, we offer objective advice on a fee-only basis, free from sales quotas and commissions.

We also help companies that offer retirement plans to their employees. We design and administer closely held business retirement plans with services covering employee benefits, executive compensation and benefits, stock options, restricted stock, and pension analysis.

 

 

 


 

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At West Financial Advisors, we work hard to maintain regular contact with you and to help you understand what we do. That’s why we’ve made the commitment to engage with social media. Please visit our sites on:

College Funding for Working Wealthy
The purpose of this report is to inform “Working Wealthy” households (+$100,000 annual income) of key concepts related to planning for post-secondary education funding.  This paper includes information about the cost of college, funding sources, and strategies to help you get ready for it. Click here to receive a free copy of our report so you can start planning for college today!